PortfolioOS (for incubators, ESD programmes and funders)
Run a cohort or portfolio with live, consented evidence from every business - not chased spreadsheets.
Programme reports require chasing every beneficiary; No verified evidence behind milestones.
Permission-controlled cohort dashboards, milestones and evidence-backed impact reports.
What's included
- Applications, screening and enrolment
- Consent-based reporting grants (field- and purpose-specific, revocable)
- Milestone and mentor action tracking
- Cohort dashboards: submitted vs reconciled vs verified
- Sponsor/ESD impact reports and B-BBEE evidence
- Each business gets its own operating workspace (sponsored)
- Graduation path: business keeps its data and can move to a direct plan
| Business (anonymised) | Sector | Prov. | Readiness |
|---|---|---|---|
| Company A-014 | Facilities | GP | 86 |
| Company A-022 | Logistics | KZN | 74 |
| Company B-007 | Furniture | EC | 61 |
| Company B-031 | Chemicals | GP | 92 |
Inner Expert AI in PortfolioOS (for incubators, ESD programmes and funders)
- Summarise cohort progress
- Flag businesses needing support
AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.
Exact scope
- Programme workspace
- Sponsored business workspaces per licence
- Standard reports
Not included
- Running the programme (mentoring, training delivery)
- Access to a business's private records beyond its grant
- Fund administration and accounting
Set-up lead time
- standard: 24 hours (programme workspace)
- cohort invitations: Business-by-business, each workspace live within 24h of its consent
What we need from you
- Programme name, cohort size and dates
- Reporting fields required by sponsor
- Business invitation list
- Programme administrator
Integrations
KPIs it moves
PortfolioOS (for incubators, ESD programmes and funders) pricing
All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes Platform + up to 25 sponsored businesses at R399.
Platform + up to 25 sponsored businesses at R399
Set-up: R25,000
Platform + reports + up to 100 businesses
Set-up: R35,000
Multi-cohort, sponsor reporting, API
Set-up: R75,000
DFI/fund scale, premium SLA
Set-up: R150,000
Included in packages: Enterprise, Enterprise Group.
See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.